Bookshelf Home | Contents | Index | Search | PDF

Siebel eCommunications Guide > Agreements and Entitlements >

Setting Up Templates for the Auto Document Feature (Administrator)

---

Administrators must set up agreement templates for the Auto Document feature to work properly.

To set up a template for the Auto Document feature

From the application-level menu, choose View > Site Map > Document Administration > Proposal Field Mapping.
In the Business Objects list, add a record for the mapping information.
In the Business Object field, select Service Agreement.
Complete the necessary fields, and click Save.
From the Show drop-down list, select Proposal Templates.
In the Templates list, add a record and complete the necessary fields:
In the Mapping Name field, select the name you just created.
In the Default field, select the check box if you want to make this template the default one.

NOTE:  You must designate one agreement template as the default for the Auto Document feature to work.

In the Category field, select Agreement.
In the Template File Name, select the template file to use.

To verify the template appears as an agreement template

Navigate to the Agreements screen.
Click the Documents view tab.
In the Documents list, add a record.
In the Template drop-down list, verify that the template appears as an option.

Bookshelf Home | Contents | Index | Search | PDF